Wingate Wealth Advisors, Inc. Invesco Bulletshares 2028 Muni Transaction History

Wingate Wealth Advisors, Inc.

  • $86.9 Billion
  • Q1 2025

A detailed history of Wingate Wealth Advisors, Inc. transactions in Invesco Bulletshares 2028 Muni stock. As of the latest transaction made, Wingate Wealth Advisors, Inc. holds 15,080 shares of BSMS stock, worth $345,935. This represents 0.4% of its overall portfolio holdings.

Number of Shares
15,080
Previous 8,579 75.78%
Holding current value
$345,935
Previous $200 Million 74.61%
% of portfolio
0.4%
Previous 0.2%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 23, 2025
BUY
$23.1 - $23.56 $150,173 - $153,163
6,501 Added 75.78%
15,080 $349 Million
Q4 2024

Jan 28, 2025
BUY
$23.26 - $23.6 $199,547 - $202,464
8,579 New
8,579 $200 Million

Others Institutions Holding BSMS

# of Institutions
93
Shares Held
4.1M
Call Options Held
0
Put Options Held
0
View Full List

About INVESCO BULLETSHARES 2028 MUNI

BSMS Quotes by TradingView
  • Ticker BSMS
  • Sector ETFs
  • Industry ETFs
More about BSMS
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